Graduate Trainee Financial Adviser

Updated: April 27, 2024 04:00 AM GMT

Fairstone Group Ltd

Sunderland

In the role of graduate trainee financial adviser you will be part of our growing remote advisory team. The purpose of the role is to support the advisory team to provide positive client outcomes.

Full training will be provided.

Responsibilities
• Initial client engagement and diary management for the advisory team.
• Responsible for issuing letters of authority and obtaining policy information to aid advice process.
• Ensure client investment changes are processed in line with advice standards.
• Maintain client communication post advice completion
• Ensure client annual reviews packs are distributed within required timeframes.
• Ensure back-office systems are up to date

The Ideal Person
• The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
• The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive... More Detail